Stock
Reported value
$70.5M
Holders
46
+9 new · −6 exited
Holders’ est. mark
−$5.78M
Price effect on 37 books still in the name
Largest holder
$21M
BlackRock, Inc.
Notable conviction
Share of each notable manager’s 13F book.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 200.5K | $21M | −$1.96M | Cut−$1.96M |
| CIBC WORLD MARKET INC. | 141.2K | $14.8M | −$1.38M | Cut−$4.08M |
| Marotta Asset Management | 106.1K | $11.2M | −$894.4K | Cut−$216.8K |
| Karpus Management, Inc. | 78.8K | $8.24M | −$758.5K | Cut−$628.8K |
| WELLS FARGO & COMPANY/MN | 23.5K | $2.46M | −$401 | Added$2.46M |
| JANE STREET GROUP, LLC | 22.6K | $2.37M | −$141.8K | Added$710.9K |
| LPL Financial LLC | 17.3K | $1.82M | −$169.8K | Cut−$421.6K |
| Citadel | 16.4K | $1.72M | −$21.6K | Added$1.47M |
| MORGAN STANLEY | 9.17K | $959.7K | −$89.7K | Cut−$233.9K |
| Idaho Trust Co | 7.42K | $776.7K | −$67.8K | Cut−$15.8K |
| Vertex Investment Solutions Co., Ltd. | 6.9K | $704.2K | — | New |
| Bridgewater Advisors Inc. | 6.14K | $693.1K | −$46.7K | Cut−$46.7K |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 4.87K | $509.9K | −$47.7K | Cut−$47.7K |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 4.44K | $464.7K | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.71K | $388.1K | −$31.9K | Added$14.8K |
| INNEALTA CAPITAL, LLC | 3.53K | $370K | −$34.6K | Cut−$59.3K |
| AMERIPRISE FINANCIAL INC | 3.13K | $327.9K | −$26.5K | Added$18.3K |
| SIH Partners, LLLP | 2.83K | $295.9K | — | New |
| Old Peak Finance LLC | 1.99K | $208.5K | −$19.5K | Cut−$27.2K |
| Vontobel Holding Ltd. | 1.98K | $207.5K | −$19.4K | Cut−$19.4K |
| UBS Group AG | 1.98K | $206.8K | −$15.1K | Added$30.5K |
| JPMORGAN CHASE & CO | 1.81K | $182.5K | −$898 | Added$174.9K |
| SIGNATUREFD, LLC | 1.72K | $180.1K | −$14.4K | Added$11.2K |
| PNC Financial Services Group, Inc. | 1.56K | $163.3K | −$11.8K | Added$24.8K |
| Fidelity | 1.15K | $119.9K | −$11.2K | Cut−$90.4K |
| Arax Advisory Partners | 939 | $98.3K | −$9.19K | Cut−$9.19K |
| RHUMBLINE ADVISERS | 348 | $36.4K | −$3.41K | Cut−$3.4K |
| AE Wealth Management LLC | 256 | $26.8K | — | New |
| BANK OF MONTREAL /CAN/ | 130 | $13.6K | −$979 | Added$2.16K |
| NBT BANK N A /NY | 60 | $6.28K | −$587 | Cut−$587 |
| OSAIC HOLDINGS, INC. | 47 | $4.92K | −$459 | Cut−$459 |
| Cambridge Investment Research Advisors, Inc. | 40K | $4.19K | — | New |
| Atlantic Union Bankshares Corp | 30 | $3.14K | — | New |
| ROYAL BANK OF CANADA | 24 | $3K | — | New |
| BLAIR WILLIAM & CO/IL | 21 | $2.2K | −$206 | Cut−$206 |
| Horizon Investments, LLC | 16 | $1.68K | −$49 | Added$1.1K |
| FLOW TRADERS U.S. LLC | 11.1K | $1.16K | −$108 | Cut−$359 |
| Aptus Capital Advisors, LLC | 10 | $1.05K | −$98 | Cut−$98 |
| Migdal Insurance & Financial Holdings Ltd. | 9 | $942 | — | New |
| PRIVATE TRUST CO NA | 8 | $837 | −$79 | Cut−$79 |
| CWM, LLC | 4 | $425 | $425 | Added$425 |
| ATLAS CAPITAL ADVISORS INC. | 2 | $209 | −$19 | Cut−$19 |
| JTC Employer Solutions Trustee Ltd | 1.02K | $129 | $0 | Held |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1 | $105 | — | New |
| CX Institutional | 197 | $21 | −$2 | Cut−$12 |
| Covestor Ltd | 2 | $0 | $0 | Held |
Who left
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.